Operations Manager (Wealth Management)

Operations Manager (Wealth Management)

We are working with a well-established SJP Practice based in Hambledon that is looking to take on a new Operations Manager. This will be an office-based position in Hampshire, ideal for a candidate with previous experience within the Financial Services industry as either an administrator or team leader.

Responsibilities

• Provide high-level technical and administrative support to the Advisers/Practice Manager
• Be the point of escalation for complex client queries, liaising with advisers, clients and third parties
• Ensure Practice Support Specialists perform their key functions consistently and efficiently
• Manage holiday bookings for team members
• Progress complex applications with product providers to ensure each case completes in a timely manner

Knowledge, Experience and Skills

• Senior administration experience within an SJP practice or investment/wealth management environment
• Experience of managing workflow, systems and procedures
• Experience of client management systems such as Salesforce
• Strong attention to detail and excellent client interaction skills

If you are interested in applying for this position then please submit a copy of your CV to josie@artemisrecruitment.co.uk